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Lockton · 15 hours ago

Account Manager - Private Equity

Houston, TX

Contract

Onsite

Entry, Mid Level

2+ years exp

Lockton is a company specializing in providing insurance and risk management solutions, and they are seeking an Account Manager for their private equity clients. The role involves managing a portfolio of clients, ensuring exceptional service, strategic guidance, and leading various aspects of coverage placements and renewals.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Take ownership of a portfolio of private equity clients, ensuring exceptional service and strategic guidance throughout the policy lifecycle

Lead coordination of coverage placements, renewals, and negotiations with carriers, leveraging market insight to deliver optimal solutions

Lead preparation and delivery of submission documentation, marketing materials, program summaries, premium comparisons and client presentations, ensuring clarity and impact

Analyze complex exposure data and loss histories to inform underwriting strategies and risk management recommendations

Audit policies, endorsements, and binders with precision, ensuring compliance and accuracy at every stage

Support team with contract and policy reviews

Bind coverage under the direction of the Account Executive or Team Lead

Serve as the primary point of contact for client inquiries, resolving issues with confidence and professionalism

Monitor industry trends, regulatory changes, and emerging risks to proactively advise clients and anticipate needs

Manage invoicing processes and compliance communications, including coordination with Surplus Lines and internal teams

Guide and mentor junior team members, fostering collaboration and knowledge sharing

Drive process improvements and contribute to strategic initiatives that enhance client experience and operational efficiency

Take ownership of additional projects and responsibilities as assigned by leadership

Qualification

Commercial insurance experienceUnderwriting knowledgeRisk management expertiseMicrosoft Office proficiencyAnalytical skillsLeadership skillsProactive mindsetCommunication skillsNegotiation skillsProblem-solving skillsTeam collaboration

Required

Bachelor's degree in Insurance, Risk Management, Business, or related field

Minimum of 2+ years of experience in commercial insurance, underwriting, or risk management, with demonstrated success in client-facing roles

Working knowledge of Microsoft Office Products

Strong understanding of commercial lines and casualty coverages

Exceptional organizational and leadership skills with the ability to manage multiple priorities under pressure

Advanced analytical and problem-solving abilities to address complex client challenges

Professional presence with outstanding communication and negotiation skills

Tech-savvy and quick to adapt to new systems and processes

A proactive, solutions-oriented mindset with a commitment to continuous improvement

Ability to work independently while leading collaborative efforts across teams

Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

Willingness to travel and work outside standard business hours when necessary

Legal authorization to work in the United States

Preferred

Bachelor's degree in Insurance, Risk Management, Business, or related field

Prior brokerage experience

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)